See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,828 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,634 | $75,183-49.9% | $123,892-69.6% | $55,167-31.8% |
| Participation rate | 94.3% | 72.8%+21.5pp | 81.4%+12.9pp | 69.0%+25.3pp |
| Annual return | 8.69% | 19.01%-10.3pp | 47.52%-38.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,564 | $5,084+29.1% | $5,984+9.7% | $3,054+114.9% |
| Admin fee / account holder | $19 | $663-97.2% | $8,357-99.8% | $504-96.3% |